Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Sugar Land is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Sugar Land & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Sugar Land, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 4 non-vetted financial advisors in Sugar Land, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Sugar Land, Texas have an average of 27 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
KINGS PATH PARTNERS LLC 206 Brooks Street, Sugar Land, TX, 77478-4212 | 269876 | $981,284,873 | 390 | A Percentage of AUM, Hourly charges, Fixed Fees |
WJ INTERESTS, LLC 2333 Town Center Drive, Suite 100 Sugar Land, TX, 77478-4175 | 114381 | $426,714,000 | 788 | A Percentage of AUM, Hourly charges, Fixed Fees |
RWM CAPITAL, LLC 1650 Highway 6, Suite 250 Sugar Land, TX, 77478 | 310635 | $106,988,955 | 676 | A Percentage of AUM, Hourly charges, Fixed Fees |
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. Town Center, 2245 Texas Drive, Suite 300 Sugar Land, TX, 77479 | 127140 | $61,635,875 | 14 | A Percentage of AUM, Fixed Fees, Performance Based |
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